ROTARY DISTRICT 5890 CHARITIES INC (EIN 760569758) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1935

Legal Domicile

Phone

7138820574

Tax Period

2022-07-01 to 2023-06-30

ROTARY DISTRICT 5890 CHARITIES INC, founded in 1935, is a micro nonprofit in the Human Services sector that reported $34K in total revenue in fiscal year 2022. Revenue decreased 15% compared to the prior year. Expenses of $32K left a modest 6% surplus.

Mission

TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENTOF HEALTH,THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $34,022

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $34,022

Expense Breakdown

Grants Paid $31,675

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,866

Other Expenses $191

TOTAL EXPENSES $31,866

Year-over-Year Comparison

	2022	2021	Change
Revenue	$34,022	$40,195	-0.2%
Expenses	$31,866	$38,081	-0.2%
Net Income	$2,156	$2,114	+0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA FAITH MASSEY	DIRECTOR	001.00	Director	$0	$0	$0
RHONDA WALLS KERBY	DIRECTOR	001.00	Director	$0	$0	$0
BOB GEBHARD	DIRECTOR	001.00	Director	$0	$0	$0
JACKIE BARMORE	TREASURER	002.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$34,022	$31,866	$84,546	$2,156
2022	$40,195	$38,081	$82,390	$2,114
2021	$77,007	$59,675	$80,276	$17,332
2020	$81,633	$134,457	$62,944	$-52,824
2019	$163,214	$177,765	$115,768	$-14,551
2018	$295,618	$331,536	$130,319	$-35,918

ROTARY DISTRICT 5890 CHARITIES INC